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Southwest Airlines
LUV

Overview Fund Activity

821 hedge funds and large institutions have $18.5B invested in Southwest Airlines in 2024 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 237 increasing their positions, 281 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+37
Holders Change %
+4.72%
% of All Funds
10.93%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
138
Increased
237
Reduced
281
Closed
90
Calls
$371M
Puts
$541M
Net Calls
-$170M
Net Calls Change
-$82.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$218M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$220M
3
Franklin Resources
3
Franklin Resources
California
$1.11B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$95.5M
5
SSM
5
Sound Shore Management
Connecticut
$85.3M

Top Sellers

1
PTC
1
Provident Trust Company
Wisconsin
$0
2
Nomura Holdings
2
Nomura Holdings
Japan
$26.3M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$305K
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
501
HighPoint Advisor Group
Illinois
$227K -$159K -5,345 -41%
TSWM
502
Triangle Securities Wealth Management
North Carolina
$226K +$226K +6,718 New
Bessemer Group
503
Bessemer Group
New Jersey
$224K -$2.23M -66,549 -91%
BNP Paribas Asset Management
504
BNP Paribas Asset Management
France
$223K -$273K -8,132 -55%
CSP
505
Cary Street Partners
Virginia
$222K +$222K +6,618 New
ACM
506
Academy Capital Management
Texas
$219K +$219K +6,521 New
MCIA
507
Mountain Capital Investment Advisors
Colorado
$218K +$32 +1 +0%
WWG
508
West Wealth Group
California
$216K -$15.9K -472 -7%
LIA
509
LBMC Investment Advisors
Tennessee
$216K +$216K +6,422 New
CCM
510
Coldstream Capital Management
Washington
$216K -$30.5K -908 -12%
ACA
511
Ackerman Capital Advisors
Texas
$215K +$215K +6,382 New
PA
512
Profund Advisors
Maryland
$214K -$43.9K -1,307 -17%
WGC
513
Watts Gwilliam & Co
Arizona
$212K +$212K +6,441 New
FHA
514
Flagship Harbor Advisors
Massachusetts
$212K +$212K +6,292 New
BFG
515
Berger Financial Group
Minnesota
$211K +$211K +6,285 New
CCIA
516
Campbell & Co Investment Adviser
Maryland
$210K +$210K +6,242 New
EA
517
Everpar Advisors
Oklahoma
$210K +$210K +6,237 New
OAC
518
OMERS Administration Corp
Ontario, Canada
$209K +$209K +6,204 New
ALC
519
Alexander Labrunerie & Co
Missouri
$208K +$208K +6,182 New
FLI
520
Family Legacy Inc
South Carolina
$207K +$207K +6,300 New
PWPS
521
Pinnacle Wealth Planning Services
Ohio
$206K +$206K +6,128 New
BTWM
522
Baker Tilly Wealth Management
Wisconsin
$205K +$205K +6,093 New
AIP
523
Ameritas Investment Partners
Nebraska
$204K – – –
EBWM
524
Eagle Bluffs Wealth Management
Missouri
$203K +$203K +6,000 New
WANY
525
Wealthspire Advisors (New York)
New York
$202K -$26.6K -790 -12%
19 20
21
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